Market Opportunity - The concept of a "Chinese lululemon stock" is suggested, indicating a potential market opportunity in the athletic apparel sector within China [1] - The stock would capitalize on the intersection of consumer trends, athletics, and the Chinese market, potentially offering high growth prospects [1] Investment Thesis - The stock is described as a "best concept stock possible," implying a strong investment thesis based on capturing consumer demand in China [1] - The term "china beta" suggests the stock's potential for high growth and volatility, aligning with the characteristics of emerging market investments [1]

社会观察 - 2000年代中期，在波士顿和纽约之间乘坐Acela列车时，人们普遍在“表演性阅读”，很少有人使用笔记本电脑，没有人使用智能手机[1] - 描述了一个时代变迁，智能手机普及前人们的阅读习惯和工作方式[1]

Everyone thought Oracle pumped due to data centre announcements but it actually pumped as TikTok US proxy ...

Extremely easy, ETerrible Maps (@TerribleMaps):If you had the chance to be born again, which region would you pick? https://t.co/cAeFlsQKCX ...

In Japan there is mukoyoshi, when a family will legally adopt an adult who then runs the family business in addition to marrying the eldest daughter.I once met a Scandinavian guy who had moved to Shanghai as an 18yo in the 2000s and became adopted son and scion of a v powerful family.There will be interesting intersections between eugenics, adoption, surrogacy, and business in this century. The first trillionaire will likely be an adopted son conceived via eugenics and born via surrogacy.Norgard (@BrianNorg ...

The Sweden padel boom-bust cycle was mostly private equity investor driven and extrapolating covid-era returns. The local pre-existing clubs with community actually did fine and the excess capacity seems to be in the process of either being exported or rolled up into existing. ...

This is all pretty bad if accurateRaphael Rashid (@koryodynasty):1/ A repatriated Korean worker from the Hyundai-LG battery factory secretly wrote a detention diary about their 7-day experience in ICE custody in Georgia. The worker says ICE officers mocked them with words like as "North Korea" and "Rocket Man" despite holding a business visa. ...

1) many liquid vcs panic sold ico allo. VCs have to buy, not sell, just to obtain their lost tokens and percent of network2) if creator coins get traction, pump will double3) buybacks are pure value accrual, does not matter if anyone likes them or not (altho obv they do)camol (@camolNFT):Reasons why this is a generational trade:- VCs want an exit after Alon + team went silent for 2 weeks after launch.- As creator coins get increased mindshare, people will sell their $PUMP for them- Buyback won’t work becaus ...

Naming & Market Confusion - The naming of "Padel" is considered a poor choice as it suggests a paddle-based version of tennis, a description more fitting for pickleball [1] - This misnomer leads to search result inaccuracies in China, where pickleball is frequently mislabeled as padel [1]

pump fun won’t be the biggest thing to come out of this cycleit will be the biggest thing to come out of this generation ...